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Exelon
EXC

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
801
JNBA Financial Advisors
Minnesota
$166K – – –
AIM
802
Advantage Investment Management
Iowa
$159K -$11.2K -330 -7%
LYV
803
Live Your Vision
Pennsylvania
$156K +$1.09K +32 +0.7%
PFO
804
Pathstone Family Office
New Jersey
$155K -$15.1K -442 -9%
RE
805
RBC Europe
United Kingdom
$150K +$71.6K +2,103 +100%
RWA
806
Ropes Wealth Advisors
Massachusetts
$140K – – –
GLI
807
Guardian Life Insurance
New York
$140K +$2.86K +84 +2%
BBNA
808
Bremer Bank National Association
Minnesota
$140K +$131K +3,834 New
SWA
809
Sutton Wealth Advisors
Florida
$135K +$409 +12 +0.3%
NIM
810
NuWave Investment Management
New Jersey
$134K -$132K -3,871 -51%
BFEC
811
Benjamin F. Edwards & Company
Missouri
$131K +$10.5K +308 +9%
AF
812
Allworth Financial
California
$130K +$102 +3 +0.1%
SIAP
813
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K -$47.7K -1,402 -28%
WTB
814
Washington Trust Bank
Washington
$127K -$38.2K -1,122 -24%
AWM
815
AllSquare Wealth Management
New York
$126K – – –
WG
816
Welch Group
Alabama
$126K – – –
TWA
817
TCI Wealth Advisors
Arizona
$125K -$851 -25 -0.7%
NCM
818
Next Capital Management
New York
$125K – – –
CAM
819
Cresset Asset Management
Illinois
$124K +$22.7K +668 +24%
FWM
820
Focused Wealth Management
New York
$116K +$136 +4 +0.1%
RFA
821
Reilly Financial Advisors
California
$115K -$22.5K -660 -17%
BWA
822
Burt Wealth Advisors
Maryland
$113K -$17.3K -508 -14%
PCG
823
Private Capital Group
Connecticut
$112K -$15.8K -465 -13%
CCM
824
Cribstone Capital Management
Maine
$111K -$5.62K -165 -5%
NIT
825
NumerixS Investment Technologies
British Columbia, Canada
$110K -$19.1K -561 -15%
31 32
33
34 35